Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.99B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$27.7M
3
+$24.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.9M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$20.1M

Top Sells

1
+$30.8M
2
+$20.5M
3
+$14.1M
4
AMGN icon
Amgen
AMGN
+$13.5M
5
HAP icon
VanEck Natural Resources ETF
HAP
+$11.2M

Sector Composition

1 Technology 1.94%
2 Healthcare 1.16%
3 Financials 0.9%
4 Consumer Staples 0.68%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.89M 0.03%
14,841
-20,803
177
$1.87M 0.03%
15,023
-4,862
178
$1.82M 0.03%
59,685
-11,723
179
$1.79M 0.03%
32,883
+7,180
180
$1.79M 0.03%
5,369
+714
181
$1.76M 0.03%
+19,066
182
$1.74M 0.02%
9,262
-35,158
183
$1.71M 0.02%
+55,450
184
$1.69M 0.02%
35,178
+11,377
185
$1.68M 0.02%
+40,853
186
$1.66M 0.02%
46,202
-127,013
187
$1.65M 0.02%
17,573
+4,995
188
$1.64M 0.02%
+27,158
189
$1.62M 0.02%
11,793
-19,011
190
$1.59M 0.02%
6,378
+2,613
191
$1.57M 0.02%
71,656
-140,711
192
$1.56M 0.02%
33,891
-272
193
$1.55M 0.02%
+14,069
194
$1.54M 0.02%
+9,568
195
$1.53M 0.02%
69,913
+58,648
196
$1.49M 0.02%
12,529
-583
197
$1.49M 0.02%
+6,679
198
$1.48M 0.02%
64,673
+19,572
199
$1.47M 0.02%
+15,399
200
$1.42M 0.02%
+11,688
6 7
8
9 10